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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,877 | $106,864+190.0% | $147,318+110.3% | $82,637+275.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.47% | 27.49%-9.0pp | 70.43%-52.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $7,911 | $3,417+131.6% | $4,593+72.3% | $2,552+210.0% |
| Participant deferral / active EE | $18,238 | $6,496+180.8% | $7,906+130.7% | $4,126+342.0% |
| Admin fee / account holder | $5 | $8,415-99.9% | $13,708-100.0% | $7,339-99.9% |